Session-to-Follow-Up Automation for Clinicians

From session to follow-up—seamlessly automated.Notes completed, actions assigned, and clients supported—fast.

Stop losing momentum after the session.Turn what happened in session into structured follow-up actions—without extra admin.

See the workflow end-to-end in a quick demo.

Clinician-led workflow
Consent-first delivery
Privacy-first posture

PIPEDA-compliant privacy posture • Consent-first client connection • Confidential by design • Clinician remains fully responsible for clinical decisions

Request a Demo

A quick walkthrough of session-to-follow-up automation + optional client-app workflows.

We’ll email you to schedule a time that fits your calendar.

Save time

Convert session content into notes + follow-up actions in minutes—then review and approve.

Reduce drop-off

Assign homework, goals, and reminders while the session is still fresh—without extra clicks.

Privacy-first

Consent-first design with confidentiality and control built in.

Continuous care—without continuous admin

Soma helps clinicians automatically turn therapy sessions into structured follow-up: notes drafted, actions captured, and client-ready supports delivered—while you stay in control.

Draft documentation automatically

Generate structured notes you can review, edit, and finalize quickly—so documentation doesn’t block follow-up.

Turn insights into next steps

Capture goals, homework, and between-session supports—then send them with consent, without extra back-and-forth.

Built for confidentiality

Consent-first, privacy-first, and designed for professional standards.

How it works (4 simple steps)

A workflow that turns sessions into follow-up—without heavy onboarding.

1. Add clients

Connect clients with consent.

2. Capture session details

Transcribe with no retention of audio.

3. Auto-generate notes

Get structured drafts automatically and quickly.

4. Follow-up actions

Assign and deliver supports—always consent-first.

Capture → Draft → Follow up. Without the scramble.

Get a clean first draft and a clear set of next steps—then approve what gets saved and what gets sent.

Recording
Core workflow

One-click capture that keeps you present

Keep your attention on the client while Soma captures the session details you choose—so follow-up doesn’t depend on your memory at 9pm.

Soma recording workflow screenshot
  • Less toggling, less typing—more therapeutic presence
  • Designed for consent-first use and professional standards
Session Notes
Core workflow

Notes in minutes—ready for follow-up

Generate structured drafts that match your workflow. Edit in your voice, keep clinical control, and move directly into between-session supports.

Soma session notes draft screenshot
  • Faster drafts, clearer structure, less end-of-day load
  • You approve what’s saved and what’s shared
AI does more than notes.

Prep + Follow-Up that keeps care moving between sessions

Walk in oriented, then send client-ready supports with one click—so progress doesn’t stall after the appointment ends.

Prep

Start the next session grounded and focused

Surface key themes and shifts so you can pick up the thread quickly—without scanning pages of history.

Soma prep insights screenshot
Follow-Up

Send homework, goals, and reminders—without extra admin

Deliver supports straight to the client experience with consent—so follow-up is consistent, not “when you get a minute.”

Soma follow-up delivery screenshot
Clinicians love Soma

Join the clinicians using SOMA to keep care moving between sessions—without adding more admin to their day.

Draft notes faster, capture next steps clearly, and deliver follow-up supports in a consent-first workflow.

SOMA has been a real time-saver for my practice. The note and report templates are powerful and work really well for my needs - I can generate session summaries and case conceptualizations with just minor tweaks, if any. It's made my documentation process much more efficient and faster.

Shannon

Counsellor

With long-term clients, there's a real relationship built over time. I know most people would be very comfortable with it - especially if they're receiving information back on the app and they're not seeing everything else. The consent form really addresses the questions my more cautious clients would have.

Anonymous

Counsellor

I think what is special about SOMA is it's effectiveness... Being able to see everything in one go makes the clinical workflow more effective. The ability to have the prep, do the session, and do the follow-up work all in one place - that's really the big selling point for me.

Harshita

Psychology Researcher

14+
Hours saved per week
Typical time reclaimed from documentation/admin
80%
Less note time
Clinicians report dramatically less after-session load
100%
Clinician-led
Drafting support—no autonomous clinical decisions

Ready to automate follow-up from your sessions?

Request a demo and see the workflow end-to-end.Notes drafted, next steps captured, and supports delivered—on your terms.

Want to learn more? www.soma-health.ca